Grandes mentes pensam igual

Nowadays, a sequence doesn't necessarily need to have an email in it. E.g. it could be purely call based, LinkedIn based, or maybe 2 calls, a LinkedIn inMail, 2 messages, 2 post views, one comment and meeting at an event.   Point being, if we don't have the e-mail id, we should still be able to enroll contacts in a sequence to track the number of contacts reached out to in a specific time period, and follow-up on next steps.   Can we please have the ability to add contacts without email IDs in sequences where we won't even need their email IDs?   Looking forward to hearing back from you!   Best, Venkat ... Exibir mais

A major use of sequences for us will be to share monthly resources with current customers.  If they reply, even just a quick "thanks for sending" they will be taken out of the sequence and they won't get the remainder of the year's worth of resources.  Would be important to have a slider where we can turn-off the un-enroll function for that sequence, where it can be unchecked one sequence at a time. ... Exibir mais

Hello, post-installation we want to send two emails to the client  1) email with a survey asking the client how our installation partner performed 2) the second email, we don't want to send until the first has been responded to.   I should also state that the impetus to kick off these emails are the status  change in the Deal Stage - Install Complete   Any suggestions?   Thank you Ron ... Exibir mais

Can we Please adjust the sequence functionality when it comes to editing an active sequence. Having to unenroll contacts to recieve the new edit is a nightmare. Contacts are at various stages within the sequence which makes this process very time consuming. Not only that, but when you unenroll then reenroll for them to have the new edits, you cannot have them pick up where they left off, for example, I have a seuqence that goes email, follow up, call, follow up. Lets say I need to unenroll and want to reenroll to recieve the first follow up to the original email, this does not work. Please please please can we find a way to allow edits without having to remove then reenroll contacts ... Exibir mais

Is it possible to limit the number of Sequence emails sent per hour and also add a delay into a Sequence based on hours or minutes? ... Exibir mais

Would be great to drill down into sequence metrics from the custom report builder, notably being able to see the performance of each step of the sequence in terms of completion, unenrollments, unsubscribes (not just click/open).  ... Exibir mais

I'd like to be able to alter which fieilds are shown on the Squences summary page. For me, meetings booked is not a metric that I am monitoring nor is it a CTA in my sequences so all have 0%. Seems like a wasted field in a summary Page.   I'd like to be able to chose which onces I have as a view (e.g. Open rate, Click Rate etc) instead of forced having fields that are irrelevant. ... Exibir mais

We have over 900 sequences and over 2400 templates which makes finding the correct ones pretty difficult. We don't want to delete them, as it's useful to look back at the success, enrollments and copy. As there is no archive function (I know others have requested this), I have been going through and managing the sharing to 'only me' so that it's more tidy for our SDRs. To do this, I have to click through a handful at a time, which makes getting through the 900 very time-consuming. If no archive function, it would be great if you could filter more. At the moment, you can filter by owner and search based on name, but only 10 per page and you can't filter on 'last used' or 'total enrollments'.  If this isn't possible, being able to export sequences, then adjust their names or sharing permissions and then re-import, would be great. We could add 'Archived' to the title and SDRs would know to ignore these.  Overall, just more options for tidying sequences and templates would be great!  ... Exibir mais

Allow contacts to enroll in a Sequence without an email address. Sequences currently don't allow for contacts to be enrolled without having an email address for the contact. It would be a great idea to have the ability to create a Sequence with "Call tasks" and/or "Linkedin tasks" that we can then enroll contacts into that are without email. ... Exibir mais